Main Street Group
XSVM icon

Main Street Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Main Street Group’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.14K Hold
79
– – ﹤0.01% 642
2026
Q2 		$5.5K Hold
79
– – ﹤0.01% 631
2026
Q1 		$4.76K Buy
+79
New +$4.8K ﹤0.01% 646
2025
Q4 		– Sell
-79
Closed -$4.46K – 638
2025
Q3 		$4.46K Buy
+79
New +$4.36K ﹤0.01% 628

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Altman Advisors
Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Main Street Group's XSVM Position: Q3 2026 in Review

Main Street Group held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q3 2026 at 79 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Main Street Group first reported a position in XSVM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.5K in Q2 2026. 62 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Main Street Group held 79 shares of Invesco S&P SmallCap Value with Momentum ETF worth $5.14K as of Q3 2026.
  • Main Street Group left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q3 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Main Street Group's portfolio in Q3 2026, its #642 holding.
  • Main Street Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Main Street Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $5.5K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.